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Cornerstone Planning Group’s JPMorgan International Research Enhanced Equity ETF JIRE Stock Holding History

Cornerstone Planning Group’s Portfolio JIRE Stock Details JIRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$37.9K Buy
+478
New +$37.3K 0.01% 472
2025
Q4 		– Sell
-10
Closed -$743 – 1779
2025
Q3 		$743 Buy
+10
New +$717 ﹤0.01% 1384

Other funds holding JIRE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cornerstone Planning Group's JIRE Position: Q1 2026 in Review

Cornerstone Planning Group opened a new position in JPMorgan International Research Enhanced Equity ETF (JIRE) in Q1 2026: 478 shares worth $37.9K. The stake represents 0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in JIRE as recently as Q3 2025.

Cornerstone Planning Group first reported a position in JIRE in Q3 2025 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold JIRE as of Q1 2026.

  • Cornerstone Planning Group held 478 shares of JPMorgan International Research Enhanced Equity ETF worth $37.9K as of Q1 2026.
  • JPMorgan International Research Enhanced Equity ETF was a new Cornerstone Planning Group position in Q1 2026.
  • JPMorgan International Research Enhanced Equity ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #472 holding.
  • Cornerstone Planning Group first reported a position in JPMorgan International Research Enhanced Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 339 funds tracked by Wall St. Rank held JPMorgan International Research Enhanced Equity ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.